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Flexing Your Soft Skills

As an accounting subject matter expert, you already know that technology adoption is an industry standard nowadays. Coupled with the right software, the valuable set of niche...

Congratulations: You’ve Unlocked an Achievement!

Welcome to the Post Pandemic Tax Slashing Virtual World Warrior level. It's over! You made it to the end. (Aside from Iowa, Louisiana, Maryland, Oklahoma and Texas CPAs — we’re...

Time to Take Off: Post Tax Season Trip Ideas

We’re in the last stretch. The finish line is in sight. And the weather is starting to warm up. Have you thought about how you’re going to take time off after tax season? What...

Scaling Up Your Accounting Microservices

While most CPA firms typically offer tax, bookkeeping, and review services, according to a 2020 Deloitte survey coupled micro-services are disrupting the classic financial vendor...

Common Time Traps Across Accounting Firms

A modern workplace calls for evolving technology and updated methodologies. If your firm is still bogged down with dated processes because they worked in the past, it’s time to...

What you need to know about IRS updates for Enrolled Agents

This year has brought a handful of changes to both the enrolled agent (EA) exam and continuing education (CE). Just so you can know what to expect, let’s take a closer look at...

How to Approach Client Filing Delays

Occasionally, there is that client that won’t return your phone calls until after hours and will send in their paperwork last minute—or not at all. What do you do when you’re in...

4 Ways to De-stress During Tax Season

Although busy season is time consuming and all-around mentally demanding, that doesn’t mean your well-being should take a backseat to your workload. If anything, prioritizing your...

13 Productivity Tools Every Firm Should Be Using

Growing a successful accounting firm is lots of work. You may find your plate pretty full with finding clients, doing accounting work, invoicing, and many other tasks. That’s why...

The Secret to Employee Motivation

It’s no mystery engaged teams are more profitable. A study by Gallup found that highly engaged teams result in 21% greater profitability. But how do you get your employees to...

Canopy Delivers Updates to Practice Management Software for the 2021...

March 9, 2021 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, recently announced Work In Progress (WIP)...

The CPA's Guide to Earning and Managing CPE Credits

How to Take the Pain Out of Tax Season

You’re no stranger to the marathon that is tax season every year. With the long hours and increase of work, tax season can quickly become painful. While we can’t make it painless,...

How Valuable Is Time in Your Accounting Firm?

Time is one of your most valuable resources — if not the most valuable. The more effectively you use time, the more profitable and successful your accounting firm will be. To...